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Sean Gogola

Cordatus Wealth Management LLC
27 Years of Experience
Yardley, PA
Broker
View SEC Summary
View SEC Summary

Sean Gogola is a CFP-designated registered investment advisor at Cordatus Wealth Management LLC, based in Yardley, PA, with 27 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Investment Management, Retirement Planning. Their firm serves 308 clients with $630M in assets under management.

Cordatus Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
308 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$630.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary from 0.00% to 1.50% per annum of the gross market value of equity assets managed by the firm. Fees are negotiable and depend on account size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

95 S. Main Street, Yardley, PA, 19067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sean is a board member/trustee/POA/executor for Cordatus Wealth Management, an independent RIA, dedicating a significant portion of his time to this investment-related activity. He is also a passive investor as a lender to Grasshopper Simplicity and a member of Cordatus Wealth Properties, spending minimal time on these non-investment related activities.

Employment History
Current Registrations
Cordatus Wealth Management LLC
July 2016 - Present · 10 yrs 3 mos
Prospera Financial Services, INC.Broker
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
Prospera Financial Services, INC.
January 2021 - December 2024 · 3 yrs 11 mos
Prospera Financial Services, INC.
June 2016 - July 2016 · 1 mo
Wells Fargo Advisors, LLC
February 2007 - June 2016 · 9 yrs 4 mos
Wells Fargo Advisors, LLCBroker
July 2003 - June 2016 · 12 yrs 11 mos
Prudential Securities IncorporatedBroker
August 1999 - July 2003 · 3 yrs 11 mos
State Registrations35 states
AZCACOCTDCDEFLGAILINKSMAMDMEMIMNMOMTNCNENJNVNYOHORPARISCSDTNTXVAVTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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